Archive for June, 2010

Dashboard Dissected: Part 3- Asset Allocation

Monday, June 28th, 2010 by Charles Mayfield, CFP®

In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »

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Dissecting the Dashboard: Part 2- Risk/Volatility

Monday, June 21st, 2010 by Charles Mayfield, CFP®

  Evaluating a portfolio’s holdings is tricky business.  In our previous discussion, we focused our attention on performance versus benchmarks and peers.  Knowing that a manager performed better than their benchmark and/or ... more »

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Dissecting the Dashboard

Monday, June 14th, 2010 by Charles Mayfield, CFP®

In our initial Chappell Mayfield Investment Dashboard™ post several weeks ago, we gave a broad overview of the proprietary tool that we, as financial planners, created to help our clients understand ... more »

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Summer Travel with some Smarts

Monday, June 7th, 2010 by Charles Mayfield, CFP®

As warmer months approach, many of us get the itch to travel.  Summer is a traditional time to spend on the road with family and friends.  With the Internet at your ... more »

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A different kind of Market

Tuesday, June 1st, 2010 by Charles Mayfield, CFP®

Summer presents a fantastic opportunity to treat your taste buds to tons of fresh produce.  All the craze, in recent years, seems to be focused on the ‘organic’ movement when it ... more »

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